# Standard Retirement Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-877

> Standard Retirement Services, INC.'s 401(k) plan: 15,546 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Standard Retirement Services, INC.

- **Sponsor EIN:** 251838406

- **Sponsor Address:** 1100 SW SIXTH AVE, PORTLAND, OR, 97204

- **Plan Type:** 401(k)

- **Total Participants:** 15,546

- **Total Assets:** $219.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|15,546|$219.4M|$9.2M|$26.7M|

| 2023|14,498|$99.6M|$4.0M|$11.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN LLP|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,000

- **Estimated Expense Ratio:** 0.006% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$674,528|$215,265|$445,263|$14,000|—|

| 2023|$342,505|—|$342,505|—|—|

## Similar Plans

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/minnesota-life-insurance-company-401k-plan-875-8406) — 11,892 participants

- [Cambia Health Solutions, INC.](https://planprovider.pro/companies/cambia-health-solutions-inc-401k-plan) — 4,574 participants

- [Standard Insurance Company](https://planprovider.pro/companies/standard-insurance-company-401k-plan) — 4,268 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-108-8406) — 3,642 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-871) — 3,559 participants

- [Standard Retirement Services, INC.](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-100) — 3,078 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/standard-retirement-services-inc-401k-plan-877)

© 2026 PlanProvider.Pro